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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,395 | $178,174-11.7% | $156,181+0.8% | $137,256+14.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.54% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $28,605 | $4,972+475.4% | $4,294+566.2% | $4,156+588.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $574 | $17,404-96.7% | $14,586-96.1% | $12,270-95.3% |